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John Earl Sundeen
Corporate Officer/Principal chez
CFA Institute
Profil
John Earl Sundeen is a member of Financial Executives International, CFA Institute, and CFA Society of Kansas City.
He was formerly the Chief Administrative Officer-Investments & SVP at Waddell & Reed Financial, Inc. and the Chief Administrative Officer at Waddell & Reed Investment Management Co. He also served as the Executive Vice President at Waddell & Reed Services Co. Sundeen holds an MBA from the University of Missouri and an undergraduate degree from the University of Kansas.
He is currently employed in his roles as a member of Financial Executives International, CFA Institute, and CFA Society of Kansas City.
Postes actifs de John Earl Sundeen
| Sociétés | Poste | Début |
|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | 02/03/2010 |
Financial Executives International
 Financial Executives International Miscellaneous Commercial ServicesCommercial Services Operates as a association for treasurers, controllers, tax executives and financial services | Corporate Officer/Principal | 02/03/2010 |
CFA Society of Kansas City | Corporate Officer/Principal | - |
Anciens postes connus de John Earl Sundeen
| Sociétés | Poste | Fin |
|---|---|---|
| WADDELL & REED FINANCIAL, INC. | Directeur Administratif | 19/06/2019 |
Waddell & Reed Services Co. | Corporate Officer/Principal | - |
Waddell & Reed Investment Management Co.
 Waddell & Reed Investment Management Co. Investment ManagersFinance WRIMCO seeks to achieve an objective of total return by allocating assets primarily among stocks, bonds and short-term instruments of issuers in markets around the globe, as well as in derivative instruments, precious metals and investments with exposure to various foreign currencies. The firm may invest in US and foreign securities. Accounts managed in this style may invest up to 100% of total assets in foreign securities, and in securities denominated in currencies other than US dollar. They may allocate its investments among these different types of securities in different proportions at different times, including up to 100% in stocks, bonds, or short-term instruments, respectively. WRIMCO may sell a security if the price of the security reaches what they believes is fair value to reduce the account’s holdings in that security, to take advantage of what it believes are more attractive investment opportunities or to raise cash. WRIMCO employs a fundamental, bottom-up investment process that is built around a committee approach for purposes of communication and idea-sharing, while the actual construction of portfolios is the responsibility of the portfolio manager. Portfolio managers determine the sectors, industries and companies that are most relevant to their strategy. In-house analysts provide fundamental analysis of companies that is shared collaboratively across investment styles. Buy decisions are implemented by the portfolio manager and may result from an analyst's recommendation or be reached independently. | Directeur Administratif | - |
Formation de John Earl Sundeen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
71
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Waddell & Reed Financial, Inc.
 Waddell & Reed Financial, Inc. Investment Banks/BrokersFinance Provides investment advisory, investment management, investment product underwriting, distribution and administrative services | Finance |
Waddell & Reed Investment Management Co.
Waddell & Reed Investment Management Co. Investment ManagersFinance WRIMCO seeks to achieve an objective of total return by allocating assets primarily among stocks, bonds and short-term instruments of issuers in markets around the globe, as well as in derivative instruments, precious metals and investments with exposure to various foreign currencies. The firm may invest in US and foreign securities. Accounts managed in this style may invest up to 100% of total assets in foreign securities, and in securities denominated in currencies other than US dollar. They may allocate its investments among these different types of securities in different proportions at different times, including up to 100% in stocks, bonds, or short-term instruments, respectively. WRIMCO may sell a security if the price of the security reaches what they believes is fair value to reduce the account’s holdings in that security, to take advantage of what it believes are more attractive investment opportunities or to raise cash. WRIMCO employs a fundamental, bottom-up investment process that is built around a committee approach for purposes of communication and idea-sharing, while the actual construction of portfolios is the responsibility of the portfolio manager. Portfolio managers determine the sectors, industries and companies that are most relevant to their strategy. In-house analysts provide fundamental analysis of companies that is shared collaboratively across investment styles. Buy decisions are implemented by the portfolio manager and may result from an analyst's recommendation or be reached independently. | Finance |
Waddell & Reed Services Co. | |
University of Missouri
 University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Kansas
 University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Financial Executives International
Financial Executives International Miscellaneous Commercial ServicesCommercial Services Operates as a association for treasurers, controllers, tax executives and financial services | Commercial Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
CFA Society of Kansas City |
